SteelPeak Wealth’s Toll Brothers TOL Stock Holding History

SteelPeak Wealth’s Portfolio TOL Stock Details TOL Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q2	–	Sell	-2,273	Closed	-$294K	–	602
2024 Q1	$294K	Buy	+2,273	New	+$247K	0.01%	364
2022 Q2	–	Sell	-49,462	Closed	-$2.33M	–	476
2022 Q1	$2.33M	Buy	+49,462	New	+$2.77M	0.13%	114
2021 Q3	–	Sell	-23,438	Closed	-$1.35M	–	477
2021 Q2	$1.35M	Buy	+23,438	New	+$1.43M	0.09%	142

Other funds holding TOL

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Greenhaven Associates Purchase, New York $6.07B AUM 11.2% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Pacer Advisors Malvern, Pennsylvania $35.6B AUM 18.19% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

SteelPeak Wealth's TOL Position: Q2 2024 in Review

SteelPeak Wealth sold out of Toll Brothers (TOL) in Q2 2024, closing a stake of 2,273 shares — an estimated $294K sold.

SteelPeak Wealth first reported a position in TOL in Q2 2021 and held it in 3 quarters. The position peaked at $2.33M in Q1 2022. 659 funds tracked by Wall St. Rank hold TOL as of Q2 2024.

SteelPeak Wealth reported no remaining Toll Brothers position as of Q2 2024 after selling out during the quarter.
SteelPeak Wealth sold 2,273 Toll Brothers shares in Q2 2024, an estimated $294K.
SteelPeak Wealth first reported a position in Toll Brothers in Q2 2021 and held it in 3 quarters.
SteelPeak Wealth's Toll Brothers position peaked at $2.33M in Q1 2022.
659 funds tracked by Wall St. Rank held Toll Brothers as of Q2 2024.

Based on SteelPeak Wealth's 13F filing for Q2 2024, filed 17 Jul 2024.